Job responsibilities:
- Participating in client conversations as the product solutions subject-matter-expert
- Working on new product initiatives that contribute to the tactical and strategic expansion of the off-balance sheet platform and its solutions
- Driving product change in an innovative, risk-based, and client focused approach
- Managing and owning the client onboarding to our product solutions
- Incorporating risk and business assessments to maintain and enhance process controls
- Reviewing impact of regulation on the business and drive change requests and investment initiatives to ensure compliance
- Create, analyze, and review daily and monthly business and industry product metrics
- Supporting ad hoc research and resolution of daily issues, data requests, and reporting requirements
- Providing concise, timely written and oral status updates to all levels of the organization
Required qualifications, capabilities, and skills:
- 2-5 years’ experience in product management and/or project management within financial services
- Attention to detail and strong organizational skills
- Ability to manage multiple priorities and deliver results within tight deadlines
- Ability to build strong relationships with both internal stakeholders and clients
- Analytical and resourceful / strategic thinker
- Ability to work independently and take initiative yet values teamwork within a small group
- Expertise in Excel and PowerPoint
- Liquidity or Money Market Fund product management experience a plus
- FINRA Series 99 licensing required (can obtain within 6 months of employment)
- Undergraduate degree